EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.73M
3
+$4.61M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.42M
5
LVS icon
Las Vegas Sands
LVS
+$4.01M

Top Sells

1
+$4.15M
2
+$4.09M
3
+$3.3M
4
FFIV icon
F5
FFIV
+$3.2M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.98M

Sector Composition

1 Technology 17.1%
2 Healthcare 12.92%
3 Financials 11.5%
4 Energy 10.69%
5 Consumer Discretionary 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$221K 0.01%
6,062
+5,898
377
$221K 0.01%
8,738
-500
378
$213K 0.01%
+8,000
379
$212K 0.01%
3,398
-30
380
$209K 0.01%
+2,392
381
$207K 0.01%
13,522
+530
382
$207K 0.01%
+6,000
383
$206K 0.01%
3,805
384
$206K 0.01%
+5,000
385
$205K 0.01%
1,842
-28,771
386
$202K 0.01%
6,668
387
$200K 0.01%
+3,780
388
$199K 0.01%
2,270
389
$198K 0.01%
15,018
390
$195K 0.01%
4,426
391
$195K 0.01%
5,038
+2,126
392
$194K 0.01%
3,700
-502
393
$193K 0.01%
4,730
394
$193K 0.01%
1,950
395
$192K 0.01%
4,000
-1,000
396
$191K 0.01%
17,760
397
$189K 0.01%
1,200
+100
398
$189K 0.01%
3,264
399
$189K 0.01%
7,457
-750
400
$188K 0.01%
1,595
14 15
16
17 18